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Gene and Alyssa answer a few listener questions, but mostly say thank you over and over:
- Mom’s 7 year annuity matures in February. What should she do next?
- He’s married, but only he is on the deed to their home. If they sell, what are the tax implications?
- Has MtM handled any lottery winners? (spoiler alert – yes!)
- Does the S&P 500 have enough ‘foreign’ exposure for most investors?
- Lots more . . .
Free Second Opinion Meetings
- Meet with a More than Money advisor to review your entire financial picture or simply project your retirement
- Meet with our Social Security partner to plan the best S/S strategy for you
- Meet with our estate planning attorney partner to review your estate plans – if you have any
- Meet with our insurance partner to review your life or long term care coverages
- Discover how to have your 401(k) professionally managed without leaving your company plan
Schedule a free second opinion meeting with a More than Money advisor?
Call today (610-746-7007) or email ([email protected]) to schedule your time with us.